Irving Quant (CRD# 6779184) is an Investment Advisor Representative working at Avantax Advisory Services in Lubbock, TX and has over 4 years of experience in the finance industry.
CRD# 5631324
Astoria Strategic Wealth, Inc.
CRD# 3037337
State Farm Investment Management Corp.
CRD# 3181090
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Iq Capital Advisors, LLC | Lubbock, TX | Nov 2023 - Current | < 1 |
| Avantax Investment Services Inc. | Lubbock, TX | Aug 2023 - Current | < 1 |
| Avantax Advisory Services | Lubbock, TX | Aug 2023 - Current | < 1 |
| Avantax Insurance Agency, LLC | Lubbock, TX | Aug 2023 - Current | < 1 |
| Vanishing Inc. | Rancho Cordova, CA | Jan 2010 - Current | 14 |
| Pnc Investments | Odessa, TX | Aug 2021 - Aug 2023 | 2 |
| Pnc Managed Account Solutions, Inc. | Lubbock, TX | Feb 2020 - Aug 2021 | 1 |
| Bbva Securities Inc. | Lubbock, TX | Jan 2020 - Aug 2021 | 1 |
| Bbva Insurance Agency | Lubbock, TX | Jan 2020 - Aug 2021 | 1 |
| White Rhino Financial- Rethink Wealth LLC | Ft. Worth, TX | Mar 2017 - Jan 2020 | 2 |
| Park Avenue Securities LLC | Lubbock, TX | Nov 2019 - Dec 2019 | < 1 |
| Guardian Life Insurance Company | Lubbock, TX | May 2017 - Dec 2019 | 2 |
| Iq Productions | Lubbock, TX | Aug 2008 - Dec 2018 | 10 |
| Caprock Winery | Lubbock, TX | Nov 2015 - Dec 2016 | 1 |
| Shannon Sound & Lighting | Lubbock, TX | Jan 2008 - Dec 2014 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2020 |
- TX
-
Total Assets Under Management41,696MILLIONS
-
Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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